Investment adviser representative · Charter Oak Asset Management, Inc.
Robert S. Malik
CRD 2107893 · Cheshire, CT
At a glance
Robert S. Malik is an investment adviser representative with Charter Oak Asset Management, Inc. in Cheshire, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 1987, about 39 years ago.
Current advisory firm
- Charter Oak Asset Management, Inc.Since June 1987Cheshire, CT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1987 (39 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.